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Better Money Decisions’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Better Money Decisions’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.56M Buy
19,257
+142
+0.7% +$31.7K 2.77% 10
2025
Q1 		$4.24M Buy
19,115
+322
+2% +$76.9K 2.83% 11
2024
Q4 		$4.52M Sell
18,793
-2,439
-11% -$600K 3.13% 9
2024
Q3 		$5.04M Sell
21,232
-5,811
-21% -$1.32M 3.57% 9
2024
Q2 		$5.9M Buy
27,043
+296
+1% +$65K 4.44% 8
2024
Q1 		$6.11M Sell
26,747
-7,280
-21% -$1.57M 4.85% 7
2023
Q4 		$7.26M Sell
34,027
-6,189
-15% -$1.19M 6.03% 5
2023
Q3 		$7.6M Sell
40,216
-2,019
-5% -$402K 6.69% 4
2023
Q2 		$8.4M Buy
42,235
+134
+0.3% +$25.3K 6.85% 4
2023
Q1 		$7.98M Buy
42,101
+19
+0% +$3.69K 6.73% 4
2022
Q4 		$7.72M Buy
42,082
+1,680
+4% +$311K 6.7% 4
2022
Q3 		$6.91M Buy
40,402
+2,020
+5% +$381K 6.72% 4
2022
Q2 		$6.76M Buy
38,382
+2,868
+8% +$554K 5.72% 4
2022
Q1 		$7.55M Buy
35,514
+5,632
+19% +$1.19M 7.07% 4
2021
Q4 		$6.75M Buy
29,882
+5,785
+24% +$1.31M 5.69% 5
2021
Q3 		$5.27M Buy
24,097
+2,831
+13% +$629K 4.34% 5
2021
Q2 		$4.79M Buy
21,266
+1,882
+10% +$417K 4.28% 5
2021
Q1 		$4.15M Buy
+19,384
New +$4.08M 4.28% 5

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Better Money Decisions's VB Position: Q2 2025 in Review

Better Money Decisions increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.74% in Q2 2025, buying an estimated $31.7K and bringing the position to 19,257 shares worth $4.56M. The position accounts for 2.77% of the portfolio, ranked #10.

Better Money Decisions first reported a position in VB in Q1 2021 and has held it in 18 quarters since. The position peaked at $8.4M in Q2 2023. 2,165 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Better Money Decisions held 19,257 shares of Vanguard Morningstar Small-Cap ETF worth $4.56M as of Q2 2025.
  • Better Money Decisions bought 142 Vanguard Morningstar Small-Cap ETF shares in Q2 2025, an estimated $31.7K.
  • Vanguard Morningstar Small-Cap ETF made up 2.77% of Better Money Decisions's portfolio in Q2 2025, its #10 holding.
  • Better Money Decisions first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 18 quarters since.
  • Better Money Decisions's Vanguard Morningstar Small-Cap ETF position peaked at $8.4M in Q2 2023.
  • 2,165 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.